Roth Financial Group, Merritt Island, Florida

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Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.